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 Post subject: Budget Tutorial PDF
PostPosted: Tue Jan 29, 2019 4:05 pm 
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Budget Tutorial PDF


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BudgetTutorialVersion7.1.14.Final.pdf [2.23 MiB]
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Please note this PDF tutorial applies to version 7.1

It includes instructions on:

-Budget Balance Types
-Importing Budgets from a Spreadsheet
-Budget Creation Workflow
-Setting Report Type to Budget
-Adding and Locking a Budget Cell
-Distributing Budgets and Adjusting Budget Amounts
-Including Budget Balances in a Financial Report
-Using Variable Budget ID
-Maintain Existing Budgets
-Setting Budget Allocations
-Adding an Offset Cell
-Allocating Expenses Across Multiple Accounts


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